Gift Planning

Welcome! We are pleased that you are interested in learning about the many benefits of charitable gift planning. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of the Arts and Education Council Gift Planning Team will be very pleased to help you.
Donor Story - Sale and Unitrust
Sale and Unitrust
Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....
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Personal Planner - Family Business Bailouts
Family Business Bailouts
Joe and June started Children's Clothing Company 30 years ago. They are now both age 65 and are interested in retiring. Their daughter Susan is currently the company president and their son Michael is the vice president...
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Washington News - Tax Freedom Day on April 21
Tax Freedom Day on April 21
Each April the nonpartisan Tax Foundation publishes the Tax Freedom Day.  For 2014, Tax Freedom Day will be April 21.  This is three days later than the April 18 Tax Freedom Day of last year.  Those three...
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